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  5. AMP - Generations - Growth Index - Managed fund profile

AMP - Generations - Growth Index - Managed Fund

Fund Objective
To provide moderate to high growth in your investment over the long term with larger fluctuations in value likely when compared to other diversified index options.
Fund Strategy
To invest in a diversified mix of growth and defensive assets using a range of index investment managers. Growth assets such as shares and listed property will have an average allocation over time of 85% and 15% in defensive assets such as cash and fixed interest

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -3.09% -1.64% 0.54% 5.91% 10.97% 6.04% 10.9% 6.55%
Growth return -3.09% -1.64% 0.07% -3.16% 3.49% -3.42% 2.52% -1.5%
Income return 0% 0% 0.47% 9.07% 7.48% 9.46% 8.38% 8.05%
As at 31 Mar 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

AMP - Generations - Growth Index
Australian Equities
35.50%
International Equities
47.18%
Cash
4.58%
Property & Infrastructure
2.82%
Fixed Interest
9.93%

General Information

Fund Details
Type Description
AMP - Generations - Growth Index
IPAC Asset Management Limited
NMF0021AU
starstar (as at 31 Mar 2025)
Unknown
15 Dec 2009
$35.4 million (as at 31 Mar 2025)
n/a
$0.96727 (as at 9 Apr 2025)
Closed
Offer information
Type Description
MER 0.89% (as at 28 Mar 2025)
Indirect Cost Ratio (ICR) 1.20% (as at 30 Jun 2023)
Performance fee (not included in ICR) 0
Minimum initial investment
Minimum additional investments
Minimum redemption amount $500.00

Top 10 holdings (as at 31 Dec 2024)

Holding (as at 31 Dec 2024) Type % of Portfolio
Commonwealth Bank of Australia Equity 3.82%
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FAQs about the AMP - Generations - Growth Index

The objective of the AMP - Generations - Growth Index managed fund is To provide moderate to high growth in your investment over the long term with larger fluctuations in value likely when compared to other diversified index options.

The strategy of the AMP - Generations - Growth Index managed fund is To invest in a diversified mix of growth and defensive assets using a range of index investment managers. Growth assets such as shares and listed property will have an average allocation over time of 85% and 15% in defensive assets such as cash and fixed interest

The APIR code of the AMP - Generations - Growth Index managed fund is NMF0021AU.

AMP - Generations - Growth Index’s total return last month was -3.09%. This was made up of a growth return of -3.09% and an income return of 0%. These returns were calculated as at 31 Mar 2025.

AMP - Generations - Growth Index’s total return for the last three months was -1.64%. This was made up of a growth return of -1.64% and an income return of 0%%. These returns were calculated as at 31 Mar 2025.

AMP - Generations - Growth Index’s one-year total return is 5.91%. This was made up of a growth return of -3.16% and an income return of 9.07%. These returns were calculated as at 31 Mar 2025.

AMP - Generations - Growth Index’s one-year total return is 6.04%. This was made up of a growth return of -3.42% and an income return of 9.46%. These returns were calculated as at 31 Mar 2025.

The asset allocation of the AMP - Generations - Growth Index managed fund is :

Australian Equities
35.50%
International Equities
47.18%
Cash
4.58%
Property & Infrastructure
2.82%
Fixed Interest
9.93%

The Responsible Entity for the AMP - Generations - Growth Index managed fund is IPAC Asset Management Limited.

As at 31 Mar 2025, the size of the AMP - Generations - Growth Index managed fund was $35.4 million.

The AMP - Generations - Growth Index managed fund has an inception date of 15 Dec 2009.

The current entry price of the AMP - Generations - Growth Index managed fund is $ per unit and the current exit price is $0.96727 per unit (as at 9 Apr 2025).

The current exit price of the AMP - Generations - Growth Index managed fund is $0.96727 per unit and the current entry price is $ per unit (as at 9 Apr 2025).

The minimum initial investment amount for the AMP - Generations - Growth Index managed fund is $0. Minimum additional investment is $0.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.